As superannuation specialists, we understand how important it is to have a sound strategy in place; not only for peace of mind, but to allow you to reach your financial retirement goals.
Self Managed Superannuation enables control and choice over your investments as well as providing a vehicle for various tax and estate planning strategies. We can provide advice on the benefits and risks of a SMSF and whether this may be right for you. Superannuation law is a complex area and requires personalised planning for each individual.
Our award-winning team of specialists are dedicated to remaining up to date with current developments within the sector through research and regular attendance of industry forums.
We strive to provide you with high quality, strategic and tailored advice to ensure you are obtaining the maximum benefit possible from your Self Managed Superannuation Fund. We analyse all factors, both within the internal and external environments; working collaboratively with you to help you get the most out of your retirement.
Our wide range of Superannuation services include:
While you may not plan to retire any time soon, preparing as early as possible pays off.
SMSF's are primarily formed to provide you with benefits upon retirement, therefore it is vital to obtain specific advice regarding your personal circumstances to ensure you are minimising tax and obtaining the maximum benefit while you are accumulating wealth.
With the recent government changes to contributions, it is critical to understand how increasing your wealth using superannuation can have a significant effect on your retirement.
Combining the benefits of low taxation rates and compounding returns means more funds to invest along your journey.
Whilst everyone's financial situation is a little different, the golden rule applies to all. The more money you are able to save now, the more wealth you will have on retirement.
By age 50, most individuals will have the flexibility to contribute more into superannuation. With constant changes to legislation, the ability to accumulate further superannuation upon retirement is becoming increasingly difficult.
Depending on your personal circumstances, you may be looking to retire early. Will your current superannuation balance be enough to support you for the remainder of your life?
Will you be required to return to work?
With the recent government changes to contributions, it is critical to understand how increasing your wealth using superannuation can have a significant effect on your retirement.
Combining the benefits of low taxation rates and compounding returns means more funds to invest along your journey.
Whilst everyone's financial situation is a little different, the golden rule applies to all - the more money you are able to save now, the more wealth you will have on retirement.
At the end of your working life your superannuation is most likely your primary source of income, therefore it is important to get the balance of generating benefits and maintaining them over the course of your retirement right.
SMSF's are primarily formed to provide you with benefits upon retirement. It is vital to obtain specific advice regarding your personal circumstances to ensure you're minimising tax and obtaining maximum benefit when withdrawing benefits from superannuation.
Partner
BCom, CA, F.Fin, CTA, SSA™, SSAud®
Shane joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within our Medical and Dental Divisions and has a particular interest in Self Managed Superannuation for our Medical and Dental client base.
Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Medical Association (AMA (NSW), the Australian Association of Practice Management (AAPM), Australian Dental Association (ADA), and the SMSF Association.
He has extensive experience with Medical and Dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession.
Partner
BCom, CA, SSA™ CTA
Sam has been an integral part of the Cutcher & Neale Superannuation team for over 12 years and has been Associate of our Self-Managed Superannuation team since 2016.
Sam believes that with continual changes to Superannuation, it is essential to stay ahead and develop tactical strategies for our clients to ensure their wealth is protected and secured.
With a wealth of knowledge and experience, Sam takes a hands-on, personal approach to ensure our clients have the very best plans in place from the very beginning.
Associate
BRISBANE
36 Agnes Street,
Fortitude Valley, QLD, 4006
Australia
NEWCASTLE
130 Parry Street
Newcastle West , NSW, 2302
Australia
SYDNEY
20 Berry Street
North Sydney, NSW, 2059
Australia
PHONE
1800 988 522
EMAIL
cnmail@cutcher.com.au
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